These are projects posted by the students of Dr. Gove Allen at Brigham Young University. These students have taken one semester-long course on VBA and generally have had no prior programming experience

Monday, December 9, 2013

Nick Hudson, AMEX Statement Downloader and Budget Tool

Executive Summary

I built a program that downloads the most previous statement from American Express, categorizes each
transaction based upon the location of that transaction, and then creates a
transaction summary for each category. This was meant to be an additive process
so a new statement can be downloaded each month and added to the summary.
Additionally, when the transactions are being categorized, I gave the
user the ability to create their own category associations with different
transaction descriptions and have those used moving forward in the active
categorization as well as future ones. The project then creates a Pivot Chart
with the transaction amounts summarized by category. Finally these summations
are compared to a list of expected amounts for
each category that is manually prepared by the user and the difference between the expected and actual values is calculated for each category for each month yielding a clear analysis of budgeted spending to actual spending.